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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,407 | $160,028-28.5% | $147,080-22.2% | $145,884-21.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.09% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,201 | $5,286-39.4% | $4,933-35.1% | $4,662-31.3% |
| Participant deferral / active EE | $5,516 | $8,422-34.5% | $8,066-31.6% | $6,690-17.5% |
| Admin fee / account holder | $3,382 | $15,030-77.5% | $12,989-74.0% | $13,392-74.7% |